As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

Edward Jones has been my one and only career since 1996. I served as an Edward Jones regional leader from 2006 through 2016, and my client-focused process has consistently placed me in the top 3 percent of the firm's financial advisors.

I graduated from Northern Illinois University and hold bachelor's and master's degrees. Additionally, I have earned the College for Financial Planning's AAMS® designation and hold all of the securities and insurance licenses necessary to provide a complete array of financial services to my clients.

Having raised our children in the Charlotte Harbor community, my wife, Lauri, and I enjoy civic involvement in this wonderful area. With years of service to many local and national organizations and with a passion for supporting the Arts, Lauri and I are patrons of the Charlotte Symphony Orchestra.

Dedicated to the highest level of service, my branch office administrator, Jacki Moore, has over 25 years of financial service experience. Our clients love her personal attention and never hesitate to call with questions concerning statements or account details.

Strong relationships are essential to my many years of success. In my view, personal communication with our clients, associates and firm is key to everyone's success. I have one purpose and that is to serve the serious, long-term investor with the finest service.

Feel free to reach out to us to review your investment strategies. Jacki will arrange a personal appointment for you and I.